Ryan Kessler
Mickleton
Summary
Results-driven Senior Financial Advisor with expertise in client engagement, portfolio management, and tailored investment strategies, successfully optimizing financial plans for over 260 client groups.
Dynamic financial professional skilled in client assessments and training junior advisors. Proven track record in developing comprehensive financial plans and enhancing team performance through effective coaching and mentoring.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Vanguard
Malvern, PA
2018 - Current
- Implemented client financial planning initiatives to optimize investment strategies and achieve long-term goals for over 260 client groups.
- Mentored junior advisors, enhancing team performance through knowledge sharing and best practices.
- Analyzed personal dynamics to provide clients with tailored investment advice and risk management solutions.
- Developed comprehensive financial plans incorporating asset allocation, tax strategies, and retirement funding.
Financial Advisor - Asset Management Services
Vanguard
Malvern, PA
2011 - 2018
- Developed tailored financial plans to help clients achieve their investment goals.
- Conducted comprehensive financial analyses to assess client portfolios and recommend improvements.
- Collaborated with team members to enhance client engagement strategies and service delivery.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Science - Marketing
Indiana University of Pennsylvania
Indiana, PA12-1999
Skills
- Advised Relationship Connections
- Client Relationship Management
- Client engagement
- Investment advice
- Portfolio management
- Referral networking
Accomplishments
Encouraged client adoption of Value Boosting Features to consistently increase Assets Under Management (AUM)
Consistently using discovery and Client Relationship Management skills to uncover asset consolidation opportunities as well as referrals.
Certification
CFP - Certified Financial Planner
Timeline
Senior Financial Advisor
Vanguard
2018 - Current
Financial Advisor - Asset Management Services
Vanguard
2011 - 2018
Bachelor of Science - Marketing
Indiana University of Pennsylvania